open-finance-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SEC_USER_AGENT | Yes | Required by SEC EDGAR for automated clients. Provide your name and email, e.g. "Your Name you@example.com". | |
| OPEN_FINANCE_MCP_CACHE | No | Optional directory for on-disk response cache. Defaults to ~/.cache/open-finance-mcp; company facts are cached for a day, prices for 15 minutes. |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| lookup_companyB | Find SEC registrants by ticker or name. Returns ticker, name, CIK and exchange. |
| get_financialsA | Standardized annual (and LTM) financials from SEC XBRL filings. Income statement, cash flow and balance-sheet items plus derived EBITDA,
free cash flow, total debt and net debt. Every value carries its XBRL
concept and filing accession; |
| get_filingsB | Recent SEC filings with document links. |
| get_market_dataB | Share price, SEC cover-page shares outstanding, market cap and 5-year monthly beta. |
| get_treasury_yieldB | Latest US Treasury constant-maturity yield from FRED (percent). 10Y is the usual DCF risk-free rate. |
| get_compsB | Trading comparables: market cap, EV, LTM revenue/EBITDA/net income, EV/Revenue, EV/EBITDA, P/E. EV = market cap + latest net debt. Multiples are null (with a reason) when an input is missing, negative, or not meaningful (financials). |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 6 tools
Each tool serves a clearly distinct purpose: company lookup, market data, financial statements, SEC filings, Treasury yields, and trading comparables. Although get_market_data and get_comps both surface market cap, their scopes are well differentiated by the descriptions. No two tools appear to do the same thing.
Most tools use a consistent get_<object> snake_case pattern, such as get_market_data, get_financials, and get_filings. lookup_company is the only deviation, using lookup_ instead of get_, but it still follows a readable verb_noun convention.
Six tools is well-scoped for a focused open-finance data server. Each tool covers a distinct part of the financial-analysis workflow without redundancy. The count is neither bloated nor too thin.
The surface covers lookup, market data, financials, filings, risk-free rate, and comparables, which supports core fundamental workflows. Minor gaps remain, such as historical price series and quarterly financial statements, but agents can work around them with the available annual/LTM and current market data.